OCR tool scan lines link to existing PO items

Current Limitation

When a supplier bill is scanned using the OCR tool and later identified as relating to an existing Purchase Order, converting it to a “Bill from PO” forces the process back into the standard PO‑to‑Bill workflow.
This discards all OCR‑captured line detail, meaning the user loses the very information they scanned the bill to capture.

As a result:

• OCR is only useful for organisations that don’t use POs.

• Users who do use POs cannot benefit from the detailed line extraction OCR provides.

• If the original PO was a lump sum or lacked detail, there is no way to bring the supplier’s detailed bill lines into SageCM while still linking to the PO.

Requested Enhancement

Allow OCR‑scanned bill lines to be mapped or linked to existing PO items when creating a Bill from an existing PO.

This would enable:

• Keeping the rich line‑level detail extracted from the supplier’s bill.

• Maintaining the PO relationship for commitments, cost tracking, and workflow.

• Avoiding the need to choose between:

• Using OCR or

• Using PO‑based billing.

Why This Matters

Many suppliers provide detailed bills even when the PO was created as a lump sum or with minimal detail. Users want that detail captured in SageCM for:

• Accurate job costing

• Better audit trails

• Improved approval workflows

• Reduced manual data entry

Right now, the system forces users to lose that detail if they want to keep the PO link.

Proposed Outcome

Enhance the OCR tool so that:

• OCR‑scanned lines can be retained,

• Users can link each scanned line to a PO line, or create new lines as needed,

• And the resulting bill remains fully tied to the PO.

This would make the OCR tool valuable for all users—especially those who rely heavily on POs.